Export aggregates investments table as CSV

GET/portfolio/tables/aggregates/investments/export

portfolio:read portfolio_table_export_aggregates_investmentsRead-only

Downloads the combined (fund + direct) investments table data as a CSV file, applying the same filters and investor scoping as the aggregates investments endpoint.

Query parameters

asset_idinteger#
investor_idinteger#
per_pageinteger#
pageinteger#
pre_datestring (date-time)#
asset_classPortfolioAssetClass | null#
structurePortfolioAssetStructure | null#
transactionsFilterPortfolioInvestmentTableFilter#
filter[]array | null#
sub_position_parent_idinteger#
includePendingboolean#
latestboolean#

Responses

202

{
  "audit_guid": "string"
}

404

An error

422

Validation error

Examples

curl https://your-org-domain/kong/core/api/v2/portfolio/tables/aggregates/investments/export\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"